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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002066080

Independence Financial Advisors, LLC

FRANKLIN, NH · File #028-25545

Latest AUM
$363.8M
Positions
55
Top-10 Concentration
60.1%
Filings
4

Sector Allocation

Technology
1.1%$3.8M
Energy
0.3%$970,962
Financials
0.2%$770,036
Materials
0.2%$666,438
Industrials
0.1%$437,842
Consumer Staples
0.1%$398,736

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIDELITY COVINGTON TRUST31609A3051,310,736$54.7M15.07%
2FIDELITY COVINGTON TRUST31609A107949,124$32.9M9.07%
3ISHARES TR464287242175,327$19.3M5.33%
4ISHARES TR464287440199,635$19.2M5.29%
5ISHARES TR464288661159,512$19.0M5.25%
6FIDELITY COVINGTON TRUST31609280880,319$18.0M4.97%
7FIDELITY COVINGTON TRUST316092840295,150$16.7M4.61%
8ISHARES TR464287176118,619$13.0M3.59%
9ISHARES TR46435G474476,028$13.0M3.58%
10ISHARES TR464287663118,715$12.2M3.36%
11ISHARES TR46435G102123,306$12.1M3.35%
12FIDELITY COVINGTON TRUST316092873164,639$12.1M3.33%
13FIDELITY COVINGTON TRUST316092501150,957$11.7M3.24%
14FIDELITY COVINGTON TRUST316092709136,703$11.3M3.11%
15FIDELITY COVINGTON TRUST31609A404307,371$11.2M3.10%
16FIDELITY COVINGTON TRUST316092865200,094$11.0M3.05%
17ISHARES TR46428767164,448$10.8M2.98%
18ISHARES TR46432F859154,024$7.5M2.07%
19ISHARES TR46428745788,449$7.3M2.02%
20ISHARES TR46428760665,970$6.4M1.76%